Tempus Wealth Planning’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Buy |
12,023
+1,031
| +9% | +$96.8K | 0.28% | 99 |
|
2025
Q1 | $1.03M | Sell |
10,992
-1,008
| -8% | -$94.5K | 0.31% | 98 |
|
2024
Q4 | $1.1M | Buy |
12,000
+316
| +3% | +$29K | 0.34% | 86 |
|
2024
Q3 | $1.12M | Buy |
11,684
+1,506
| +15% | +$144K | 0.41% | 69 |
|
2024
Q2 | $934K | Buy |
10,178
+1,840
| +22% | +$169K | 0.39% | 71 |
|
2024
Q1 | $771K | Buy |
8,338
+1,673
| +25% | +$155K | 0.34% | 82 |
|
2023
Q4 | $627K | Buy |
6,665
+186
| +3% | +$17.5K | 0.28% | 88 |
|
2023
Q3 | $575K | Buy |
6,479
+992
| +18% | +$88.1K | 0.29% | 78 |
|
2023
Q2 | $512K | Buy |
5,487
+970
| +21% | +$90.5K | 0.23% | 103 |
|
2023
Q1 | $428K | Sell |
4,517
-1,314
| -23% | -$124K | 0.21% | 102 |
|
2022
Q4 | $541K | Sell |
5,831
-8,092
| -58% | -$751K | 0.33% | 92 |
|
2022
Q3 | $1.28M | Buy |
+13,923
| New | +$1.28M | 0.85% | 29 |
|